About Dave Shepherd, ChFC, CFP®

Dave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona. Dave is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ practitioner (CFP®). Have a financial question? Click Here to contact Dave Shepherd.
Author Archive | Dave Shepherd, ChFC, CFP®
First Week of 2019 Market Update from Dave

First Week of 2019 Market Update from Dave

 

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Here's Why You Need a 'Business Plan' for Your Family

Why You Need a ‘Business Plan’ for Your Family

  Flash Report: Why You Need a ‘Business Plan’ for Your Family When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families. Your […]

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Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

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